Asset Allocation (30 Jun 2017)

Australian Equities

92.98%

International Equities

0%

Cash

0.84%

Property

6.18%

Fixed Interest

0%

Alternatives

0%

Asset Allocation

Objectives and Strategy

Fund Objective

The Fund aims to provide an annual gross yield (including franking) that exceeds the gross yield of the S&P/ASX 200 Index before fees and taxes. The Fund also aims to outperform the S&P/ASX 200 Accumulation Index (including franking) after fees. test

Fund Strategy

The Fund will invest in ASX listed entities and listed SPI futures. It will typically hold 50 to 120 stocks at any one time.

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IMPORTANT: This information has been prepared without taking into account your objectives, financial situation or needs and you should consider if the information is appropriate for you before making an investment decision. Unless otherwise specifically stated or disclosed (such as the InvestSMART Diversified Portfolios Product Disclosure Statement), neither InvestSMART Financial Services Pty Ltd nor any of its Related Companies make any recommendations as to the merits of any investment opportunity referred to in its emails or its related websites. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. You should consider the product disclosure statement before making a decision about the product. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.